Roger L & Agnes C Dell Charitable Trust
The Roger L & Agnes C Dell Charitable Trust is a private foundation based in Fargo, North Dakota. Its 2025 filing reports 23 grants totaling $347,500, with most grant dollars going to organizations in Fergus Falls and the surrounding area.
Roger L & Agnes C Dell Charitable Trust at a glance
In short: Roger L & Agnes C Dell Charitable Trust gave $348K across 23 grants in 2025 (avg $15K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $347,500
- +10.1% vs 2024
- Grants made (2025)
- 23
- -4.2% vs 2024
- Average grant
- $15,109
- +14.9% vs 2024
- Median grant
- $10,000
- Total assets
- $5,640,630
- +2.6% vs 2024
- Primary geography
- Minnesota (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Roger L & Agnes C Dell Charitable Trust
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The trust accepts unsolicited requests. Submit a written application outlining the nature of the request. The 2024 filing states that awards are limited geographically mainly to Fergus Falls, Minnesota, and the surrounding area.
- Contact
Application contact: Bell Bank
Mailing address: PO Box 9798, Fargo, ND 58102
Phone: (701) 451-3073
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roger L & Agnes C Dell Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was City of Fergus Falls ($50K). Together the top 10 received $280K.
Grant Size Distribution
93 grants across all recorded years
The most common grant size was under $50K: 88 grants of 93 (95%).
Geographic Focus
Where this funder awards grants
The trust’s 2024 filing says its program is limited geographically mainly to Fergus Falls, Minnesota, and the surrounding area. In 2025, 96% of grant dollars went to recipients in Minnesota, 3% to Iowa, and 1% to North Dakota.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
Cities
How Roger L & Agnes C Dell Charitable Trust gives
- 43% of 2025 grantees were also funded in 2024. Method
- Giving grew 39% from 2022 to 2025. Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2021) to $348K (2025). In 2025 it made 23 grants totaling $348K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Fergus Falls Fergus Falls, MN | River Front Pledge | $50,000 |
| Otter Tail County Humane Society Fergus Falls, MN | General Operations | $50,000 |
| Pioneer Care Foundation Fergus Falls, MN | General Operations | $50,000 |
| A Place to Belong Fergus Falls, MN | General Operations | $25,000 |
| A Center for The Arts Fergus Falls, MN | General Operations | $20,000 |
| Fergus Area College Fdn Fergus Falls, MN | Nursing endowment | $20,000 |
| Kaddatz Galleries Fergus Falls, MN | General Operations | $20,000 |
| Otter Tail County Historical Society Fergus Falls, MN | General Operations | $20,000 |
| Fergus Falls Youth Baseball Inc Fergus Falls, MN | General Operations | $15,000 |
| ISD 544 Fergus Falls, MN | Band Trip | $10,000 |
Ready to take the next step with Roger L & Agnes C Dell Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,640,630 | $576,950 | $434,565 | $347,500 | 23 | $395,722 | $540,894 | $419,612 |
| 2024 | $5,498,245 | $470,973 | $404,036 | $315,500 | 24 | $344,290 | $436,504 | $378,928 |
| 2023 | $5,431,308 | $702,980 | $339,833 | $266,750 | 21 | $301,531 | $670,843 | $314,871 |
| 2022 | $5,064,661 | $498,191 | $363,403 | $250,144 | 22 | $303,961 | $449,344 | $310,454 |
| 2021 | $4,929,873 | $487,666 | $145,385 | $12,288 | 3 | $48,357 | $413,232 | $341,540 |
| 2020 | $4,587,270 | $1,099,852 | $364,144 | $277,388 | 23 | — | $1,044,689 | $269,392 |
Under IRS private-foundation payout rules, Roger L & Agnes C Dell Charitable Trust reported a distributable amount of $420K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants went to organizations whose stated work includes community services, healthcare, arts, history, children’s activities, youth sports, education, and scholarship support.
For example, A Place to Belong says it provides socialization support options for people with mental illness. Kaddatz Galleries says it fosters visual arts education and appreciation and makes works by local artists accessible to the public. Otter Tail County Historical Society says it maintains and enlarges museum exhibits and services and conducts historical research. These are the grantees’ descriptions of their own missions, not stated missions of the trust.
Grantmaking
In 2025, the trust reported 23 grants totaling $347,500. Grant amounts ranged from $500 to $50,000, with a median of $10,000. Among the largest awards were $50,000 each to the City of Fergus Falls for a River Front Pledge, Otter Tail County Humane Society for general operations, and Pioneer Care Foundation for general operations. Other notable grants included $25,000 to A Place to Belong for general operations; $20,000 each to A Center for The Arts, Fergus Area College Foundation for a nursing endowment, Kaddatz Galleries, and Otter Tail County Historical Society; and $15,000 to Fergus Falls Youth Baseball.
The trust’s 2024 filing states that an application should be submitted in writing and outline the nature of the request. It does not restrict giving to preselected organizations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Stephen F Rufer, Matthew McGovern, H Morrison Kershner, and Bell Bank as co-trustees.
Roger L & Agnes C Dell Charitable Trust's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
H Morrison Kershner
Co-Trustee
On filings since 2020
1 hr/week
$10K (2022) → $15K (2025)
Matthew McGovern
Co-Trustee
On filings since 2020
1 hr/week
$10K (2020) → $15K (2025)
Stephen F Rufer
Co-Trustee
On filings since 2020
1 hr/week
$10K (2020) → $15K (2025)
Bell Bank
Co-Trustee
On filings since 2022
1 hr/week
$16K (2022) → $36K (2025)
Former officers (4)
- Former: Morrie Kershner (2020–2021) — Co-Trustee
- Former: Richard L. Pemberton (2020–2021) — Co-Trustee
- Former: U S Bank N A (2021) — Co-Trustee
- Former: US Bank N A (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $36K, to Bell Bank (Co-Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Roger L & Agnes C Dell Charitable Trust
How much does Roger L & Agnes C Dell Charitable Trust give each year?
Roger L & Agnes C Dell Charitable Trust gave $348K across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $316K across 24 grants.
What is Roger L & Agnes C Dell Charitable Trust's typical grant size?
Roger L & Agnes C Dell Charitable Trust's median grant in 2025 was $10,000, and its average grant was $15,109, across 23 grants on its 2025 IRS Form 990-PF.
Where does Roger L & Agnes C Dell Charitable Trust give grants?
Roger L & Agnes C Dell Charitable Trust gives mostly in Minnesota: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fergus Falls, MN (18 grants) and Minneapolis, MN (2 grants).
Does Roger L & Agnes C Dell Charitable Trust give general operating support?
Yes: 74% of Roger L & Agnes C Dell Charitable Trust's 2025 grants with a stated purpose (17 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roger L & Agnes C Dell Charitable Trust's largest grantees?
Roger L & Agnes C Dell Charitable Trust's largest 2025 grantees include City of Fergus Falls ($50,000), Otter Tail County Humane Society ($50,000) and Pioneer Care Foundation ($50,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Roger L & Agnes C Dell Charitable Trust?
Roger L & Agnes C Dell Charitable Trust reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $396K in qualifying distributions that year, against a required minimum of $420K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Roger L & Agnes C Dell Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants went to organizations whose stated work includes community services, healthcare, arts, history, children’s activities, youth sports, education, and scholarship support. See mission & focus areas ↑
How do I apply for a grant from Roger L & Agnes C Dell Charitable Trust?
The trust accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Roger L & Agnes C Dell Charitable Trust's EIN?
Roger L & Agnes C Dell Charitable Trust's EIN (Employer Identification Number) is 41-6046675. IRS Form 990 filing data is available on this page for 2020–2025.
Does Roger L & Agnes C Dell Charitable Trust accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 19, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Roger L & Agnes C Dell Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Lundeen Foundation
Fergus Falls, MN
Assets
$3.5M
Grants
1
Total Given
$154K
Frank W Veden Charitable Trust
Sioux Falls, SD
Assets
$12.8M
Grants
9
Total Given
$535K
Otter Tail Power Company Foundation
Fergus Falls, MN
The Otter Tail Power Company Foundation funds public charities and educational organizations working in community and cultural development, education, the environment, and health and human services in Otter Tail Power Company’s service area. Its 2025 grants ranged from $50 to $60,000, with a median award of $2,500; the profile does not state whether it accepts unsolicited requests.
Assets
$11.3M
Grants
156
Total Given
$882K
Lake Region Healthcare Corporation
Fergus Falls, MN
We partner to enrich life through health.
Assets
$156.8M
Grants
4
Total Given
$87K
Otter Tail Corporation Foundation
Fergus Falls, MN
The foundation supports education, health and human services, workforce development, community projects, arts and culture, and environmental conservation, primarily through qualifying public charities in Arizona, Georgia, Illinois, Minnesota, North Dakota, and South Dakota. In 2025, grants ranged from $500 to $50,000, with a median of $8,500. It makes its application available on its website and does not restrict giving to preselected organizations.
Assets
$17.6M
Grants
38
Total Given
$403K
West Central Initiative
Fergus Falls, MN
West Central Initiative funds community-led projects and nonprofits focused on environmental sustainability, equity and social change, and nonpartisan civic engagement in west central Minnesota and White Earth Nation. Its 2026 grants ranged from $3,000 to $25,000, with most expected to be $3,000–$10,000; the application round is closed.
Assets
$96.5M
Grants
185
Total Given
$5.3M
More similar funders
More Funders in North Dakota
Cite this profile
Grantable. (2026). Roger L & Agnes C Dell Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/roger-l-and-agnes-c-dell-charitable-trust-morg_3317970f1fad45d2a818216d8b729e03
BibTeX
@misc{grantable_416046675_2026,
author = {{Grantable}},
title = {{Roger L \& Agnes C Dell Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/roger-l-and-agnes-c-dell-charitable-trust-morg_3317970f1fad45d2a818216d8b729e03},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Roger L & Agnes C Dell Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Roger L & Agnes C Dell Charitable Trust down — hundreds of funders to go?